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Patrick Beale

Patrick Beale
Financial Advisor, LPL Financial

Patrick joined the TDECU Wealth Advisors team in 2012, after more than a decade experience in retirement planning and wealth management. Keeping up with twin toddlers may be the greatest test of endurance that TDECU advisor Patrick Beale and his wife, Tasha, have faced. Endurance, certainly, is a critical aspect of retirement planning and wealth management, and Patrick follows a disciplined and thoughtful approach in this role. Translating client’s unique goals into a specific plan that will endure the test of time is his passion.

Patrick is FINRA registered through LPL Financial and has his Series 7, Series 66, and holds Life, Health and Accident Insurance licenses. He received his Bachelor of Science in Business Administration with a minor in Economics and Finance from Centenary College of Louisiana.

Contact Patrick today at 979-238-8327 to schedule your no-cost, no obligation appointment or for more about personal wealth management tools, retirement planning, funding college and other investment services. You may also fill out our online contact form, and an advisor will assist you.

Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, member FINRA/SIPC.

Insurance products offered through LPL Financial or its licensed affiliates. TDECU and TDECU Wealth Advisors are separate entities from LPL Financial.

Not NCUA Insured
Not Credit Union Guaranteed
May Lose Value

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